The Pilot Investor

Long-haul pilot. Investor. Sharing lessons on conviction - in markets and major career moves. You create your own luck by keeping the process in focus.

[The Pilot Investor @PilotInvestor]

https://t.co/avwaoMB039

[The Pilot Investor @PilotInvestor]

@DublinTunnel can you put notice up and signs in the AM when tunnel is being closed. Huge inconvenience to get there then be turned back across city. Same last week

[The Pilot Investor @PilotInvestor]

@MLorrM Things that never happened...

[The Pilot Investor @PilotInvestor]

@Towatchdubs @higginsdavidw They should have air 2 air.

[The Pilot Investor @PilotInvestor]

@tahitibrowne @realBobbyHealy The operational, battery, and other data from at scale ops in an urban and irish environment was not pre-existing

[The Pilot Investor @PilotInvestor]

@MarkOConnell1 @realBobbyHealy The skies are going to change, if it's not Manna it will be someone else.

[The Pilot Investor @PilotInvestor]

@Therichardralph This is the way. So many people keep working and they don't need to

[The Pilot Investor @PilotInvestor]

@AlfieJCarter Postd

[The Pilot Investor @PilotInvestor]

Why did Skype lose to Zoom?

The biggest lead held over a competitor. Skype had a 20 year headstart.

A video posted this question today.

The answer - zoom removed friction

Zoom allowes users to join meetings instantly via a web link without creating an account.

[The Pilot Investor @PilotInvestor]

@umar_xbt most people can not read the world around them

[The Pilot Investor @PilotInvestor]

Airline and aviation stocks are soaring this morning with positive Middle East news $AMS $IAG.L

[The Pilot Investor @PilotInvestor]

Donald Trump is keen to protect himself and position as a winner - there is a long way to go before this peace deal is signed.

[The Pilot Investor @PilotInvestor]

Revenues are relatively high right now, that makes up for a lot of problems underneath

[The Pilot Investor @PilotInvestor]

Airline profits are like hens teeth.

IATA now forecasts $48 billion in operating profits for 2026, down sharply from nearly $100 billion. Fuel costs and Middle East disruptions are the main drivers.

When the entire industry gets squeezed at the same time, airlines actually show discipline they often lack. Marginal flights will be stopped. Changes in the orderbook show the longer term plan.

[The Pilot Investor @PilotInvestor]

@ecomchigga love it. can you make me a page 🤣

[The Pilot Investor @PilotInvestor]

@MiniRetireMatt Quit, use it for another business or investment

[The Pilot Investor @PilotInvestor]

@ChizaramNelo Yes, modest growth over time and it will be totally fine.

[The Pilot Investor @PilotInvestor]

@KieranT1000 Following to help. Need more monetised Europeans

[The Pilot Investor @PilotInvestor]

@thesamparr This is click bait Sam ? Working with aircraft and the airport is often the worst part of the whole thing!

[The Pilot Investor @PilotInvestor]

@APompliano So are we back to day zero?

[The Pilot Investor @PilotInvestor]

Is this back to where we were when this mess started?

[The Kobeissi Letter @KobeissiLetter]

EXPECTED TERMS OF US-IRAN PEACE DEAL:

1. Extends ceasefire between US and Iran for 60 days

2. Begins 60-day negotiation period for technical discussions around Iran's nuclear program

3. Removes US Naval blockade and reopens Strait of Hormuz

4. US will commit to discuss sanctions relief with Iran

5. US will commit to discuss the release of frozen Iranian funds

6. Peace deal includes permanent end to fighting on all fronts, including Lebanon

7. Final agreement to be signed on June 19th in Switzerland

We expect to receive more detail on terms shortly.